Who would benefit? |
All Users |
What impact would it make? |
We'd like to be able to create automations such as the following which is currently not possible: When an activity is created or updated and the related workspace changes (EG - the activity is moved from one workspace to another by a user) then perform these actions: Update [Custom field on Activity] from related record field [Custom field on workspace] |
How should it work? |
Allow you to search related record fields (Standard AND custom fields) and use them in automations to monitor for field changes on related records, conditions, field matching, To-do/Approval Assignee and actions. Related Ideas (but not exactly the same - could likely be worked in tandem): A-I-14979, A-I-15689, A-I-15085 |